ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,250 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $824,368 | +45.1% | 8,908 | +32.4% | 0.41% | +14.7% |
| Q1 2024 | $568,157 | +79.8% | 6,729 | +59.9% | 0.36% | +60.4% |
| Q4 2023 | $316,034 | +9.8% | 4,208 | +0.4% | 0.22% | -4.3% |
| Q3 2023 | $287,819 | -6.5% | 4,193 | -4.0% | 0.24% | +9.8% |
| Q2 2023 | $307,786 | +13.1% | 4,367 | +2.6% | 0.21% | +4.4% |
| Q1 2023 | $272,044 | +73.5% | 4,258 | +58.9% | 0.20% | +65.3% |
| Q4 2022 | $156,780 | – | 2,680 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wilmington Trust Investment Management, LLC | 1,317,762 | $131,484,000 | 26.50% |
| Sage Advisory Services, Ltd.Co. | 1,450,311 | $144,698,000 | 17.06% |
| Quantitative Advantage, LLC | 642,654 | $64,163,000 | 15.39% |
| Simply Money Advisors | 935,899 | $93,440,000 | 14.52% |
| FIRST HAWAIIAN BANK | 627,875 | $62,688,000 | 10.98% |
| Live Your Vision, LLC | 202,572 | $20,225,000 | 10.68% |
| Valmark Advisers, Inc. | 4,140,992 | $413,437,000 | 10.63% |
| LVZ, Inc. | 132,407 | $12,669,000 | 10.14% |
| SG Select LLC | 6,068 | $606,000 | 9.90% |
| TIEDEMANN TRUST CO | 906,241 | $90,462,000 | 9.81% |